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Roles and Permissions - Defaults

Default Security – Roles and Permissions Setup

Real Estate Manager has a default set of Roles. The Sales Person and Sales Coordinator roles can be modified as required by the Agency.

The Roles in order of lowest to highest security are:

No Access Used for staff members that leave the company (Permissions cannot be changed on this role)

Sales Person

Sales Coordinator

Office Administrator (Permissions cannot be changed on this role)

A Role applies to the function selected and any function above that one in the list for the same permission area. For example: the Function of Calendar – This Departments Calendars; the Role of Sales Coordinator has permission to Add, meaning that any Staff with the Role of Sales Coordinator has permission to Add appointments in their own Calendar and for all Calendars within their own department but not for the entire Agency or that of any Sister Agencies.

Permission Function Descriptions	Allowed	View	Add	Edit	Remove
Calendar
Calendar – Your Own Calendars		Sales Person	Sales Person	Sales Person	Sales Person
Calendar – This Departments Calendars			Sales Coordinator	Sales Coordinator	Sales Coordinator
Calendar – Agencies Calendars		Sales Coordinator	Office Administrator	Office Administrator	Office Administrator
Calendar – Sister Agency Calendars		Office Administrator

Tasks
Tasks – Your Own Tasks		Sales Person	Sales Person	Sales Person	Sales Person
Tasks – This Departments Tasks			Sales Coordinator	Sales Coordinator	Sales Coordinator
Tasks – Agencies Tasks		Sales Coordinator	Office Administrator	Office Administrator	Office Administrator
Tasks – Sister Agency Tasks		Office Administrator

Contact
Contact – Your Own Contacts		Sales Person	Sales Person	Sales Person
Contact – Agencies Contacts		Sales Coordinator	Sales Coordinator, Office Administrator	Sales Coordinator, Office Administrator	Office Administrator
Contact – Sister Agency Contacts		Office Administrator

Buyer
Buyers – Your Own Buyers		Sales Person	Sales Person	Sales Person
Buyers – Agencies Buyers		Sales Coordinator	Sales Coordinator, Office Administrator	Sales Coordinator, Office Administrator	Office Administrator
Buyers – Sister Agency Buyers		Office Administrator

Property
Property – Agencies Properties		Sales Person, Sales Coordinator	Sales Person, Office Administrator, Sales Coordinator	Sales Person, Office Administrator, Sales Coordinator
Property – Sister Agency Properties		Office Administrator

Appraisal – Your Own Appraisals		Sales Person	Sales Person	Sales Person
Appraisal – This Departments Appraisals		Sales coordinator	Sales coordinator	Sales coordinator
Appraisal – Agencies Appraisals			Office Administrator	Office Administrator	Office Administrator
Appraisal – Sister Agency Appraisals		Office Administrator

Listing – Your Own Listings		Sales Person
Listing – This Departments Listings		Sales Coordinator	Sales Coordinator	Sales Coordinator
Listing – Agencies Listings			Office Administrator	Office Administrator	Office Administrator
Listing – Sister Agency Listings		Office Administrator

Contract – Your Own Contracts		Sales Person
Contract – This Departments Contracts		Sales Coordinator	Sales Coordinator	Sales Coordinator
Contract – Agencies Contracts			Office Administrator	Office Administrator	Office Administrator
Contract – Sister Agency Contracts		Office Administrator

Advertising
Advertising – This Departments Advertising		Sales coordinator	Sales coordinator	Sales coordinator
Advertising – Agencies Advertising			Office Administrator	Office Administrator
Advertising – Sister Agency Advertising		Office Administrator

Trust Management
Trust Management – This Departments Receipts
Trust Management – Agency Receipts			Office Administrator	Office Administrator
Trust Management – Sister Agency Receipts		Office Administrator

Trust Management
Trust Management – This Departments Cheques
Trust Management – Agency Cheques			Office Administrator	Office Administrator
Trust Management – Sister Agency Cheques		Office Administrator

Trust Management
Trust Management – This Departments Bank Sheet
Trust Management – Agency Bank Sheets			Office Administrator	Office Administrator
Trust Management – Sister Agency Bank Sheets		Office Administrator
Trust Management – This Departments Reconciliation
Trust Management – Agency Reconciliations			Office Administrator	Office Administrator
Trust Management – Sister Agency Reconciliations		Office Administrator

Administration
Administration – Maintain Agency Wages	Office Administrator
Administration – Maintain Agency Security Settings	Office Administrator

Agency – Sister Agency Agencies		Office Administrator

Department – This Departments Department
Department – This Agencies Departments			Office Administrator	Office Administrator
Department – Sister Agency Departments		Office Administrator

Trust Account – Agencies Trust Account		Office Administrator	Office Administrator	Office Administrator
Trust Account – Sister Agency Trust Account		Office Administrator

Staff – Agencies Staff			Office Administrator	Office Administrator		Office Administrator
Staff – Sister Agency Staff		Office Administrator

Setup Tables – Agencies Setup Tables			Office Administrator	Office Administrator
Setup Tables – Sister Agency Setup Tables		Office Administrator

CRM – Agencies Standard Activities & Plans			Office Administrator	Office Administrator
CRM – Sister Agency Standard Activities & Plans		Office Administrator

Advertising – Agencies Advertising Items			Office Administrator	Office Administrator
Advertising – Sister Agency Advertising Items		Office Administrator

Payments – This Agencies Payments	Office Administrator
Payments – Sister Agency Payments

Remove functions: Below is a summary of what the Remove functions will do in each permission area.

Permission	Function
Calendar	Allow user to delete an appointment from a calendar
Tasks	Allow user to change the status of a Task to DELETED
Contact	Allow user to change the status of a Contact to INACTIVE
Property	Not Applicable
- Appraisal	Allow user to change the status of an Appraisal to OLD
- Listing	Allow user to WITHDRAW a Listing
- Contract	Allow user to SETTLE or CANCEL a Contract
Advertising	Not Applicable
Trust Management	Not Applicable (all options)
Administration	Not Applicable
- Agency	Not Applicable
- Department	Not Applicable
-Trust Account	Not Applicable
- Staff	Allow user to TERMINATE Employees
- Setup Tables	Not Applicable
- CRM	Not Applicable
- Advertising	Not Applicable
- Payments	Not Applicable